Templates

Free business
spreadsheet
templates.

Free downloadable Excel workbook (.xlsx) templates for partner expenses, invoice tracking and accounts receivable aging.

Each template has its own page with real previews, how the formulas work and what the workbook doesn't do. Download it there — no signup or email.

Templates

Choose a
spreadsheet.

Three workbooks, each for one job.

Partner expenses
Business partner expense tracker spreadsheet
For businesses with two or more owners: log each expense, mark whether it was paid from business funds or personally by an owner, and see totals by owner, category and month.
Excel workbook (.xlsx) · Free · No signup
View the template: Business partner expense tracker spreadsheet
Invoices
Invoice tracker spreadsheet
Log every invoice you send, record what's been paid to date and see each balance due, partial payments and which invoices are overdue as of a date you choose.
Excel workbook (.xlsx) · Free · No signup
View the template: Invoice tracker spreadsheet
Receivables
Accounts receivable aging template
Enter each open invoice's balance outstanding on an aging date and see what customers owe sorted into Current, 1–30, 31–60, 61–90 and 91+ days, in total and by customer.
Excel workbook (.xlsx) · Free · No signup
View the template: Accounts receivable aging template

Invoices

Both deal with unpaid invoices, but they answer different questions. Many businesses use both.

Invoice tracker: Follows each invoice from issue to paid: amount, payments to date, balance and overdue status. It's a list of invoices, not an aging report. Invoice tracker spreadsheet
Accounts receivable aging template: A snapshot of open balances on one aging date, grouped by how many days past due they are. You enter the balance outstanding on that date; it doesn't rebuild past balances from later payments. AR aging template

The files

Excel workbook (.xlsx): Each template is one .xlsx file, tested in desktop Excel and Apple Numbers. No macros, scripts or external links.
Get it from the template page: Each template's page shows real previews of the workbook, explains how it works and what it doesn't do, and has the direct download. No signup or email.
Example rows included: Every workbook has a Read me sheet and worked example rows to replace with your own.
A spreadsheet, not a ledger: The templates don't connect to a bank or accounting system. You type in what happened, and the formulas add it up.

More resources

Explanations of shared business finances, and free calculators that run in your browser.

Free for your first organization. No credit card required.